Lake Street Advisors Group’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.05M | Buy |
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|
2024
Q3 | $1.1M | Buy |
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|
2024
Q2 | $1.03M | Sell |
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|
2024
Q1 | $1.06M | Buy |
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|
2023
Q4 | $955K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $472K | Buy |
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|
2021
Q1 | $380K | Buy |
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|
2020
Q4 | $349K | Sell |
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|
2020
Q3 | $358K | Sell |
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|
2020
Q2 | $354K | Buy |
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|
2020
Q1 | $280K | Buy |
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|
2019
Q4 | $296K | Buy |
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|
2019
Q3 | $263K | Buy |
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|
2019
Q2 | $249K | Sell |
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|
2019
Q1 | $242K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $249K | Sell |
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|
2018
Q2 | $297K | Buy |
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|
2018
Q1 | $284K | Sell |
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|
2017
Q4 | $282K | Buy |
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